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UNIVEST FINANCIAL CORP. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and UNIVEST FINANCIAL CORP.’s Form 8-K, filed April 26, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.

6Ballot items
180Asset managers
1,436Fund votes
April 25, 2024Meeting date

Results at a glance

Meeting of April 25, 2024: 6 items on UNIVEST FINANCIAL CORP.’s Form 8-K, filed April 26, 2024: 6 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore UNIVEST FINANCIAL CORP. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by UNIVEST FINANCIAL CORP.

These tallies are UNIVEST FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed April 26, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

UNIVEST FINANCIAL CORP. — official shareholder meeting results, meeting held April 25, 2024
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Suzanne Keenan	22,625,230	--	--	923,967	1,966,484	96%	Not verified	—
Elect Director: Thomas M. Petro	23,161,880	--	--	387,317	1,966,484	98%	Not verified	—
Elect Director: Charles H. Zimmerman	22,219,578	--	--	1,329,619	1,966,484	94%	Not verified	—
Elect Director: Anne Vazquez	23,077,806	--	--	471,391	1,966,484	98%	Not verified	—
2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2024	25,081,874	396,297	37,510	--	--	98%	Not verified	—
3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy statement	22,674,333	749,307	125,557	--	1,966,484	97%	Not verified	—

Source: UNIVEST FINANCIAL CORP., Form 8-K, filed with the SEC on April 26, 2024 — read the filing on EDGAR.

How asset managers voted at the UNIVEST FINANCIAL CORP. 2023-2024 meeting

Each item below shows how the 180 asset managers that disclosed a UNIVEST FINANCIAL CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.

1. Elect Director: Anne Vazquez

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 23,077,806WITHHELD: 471,391

Details: description as filed, official tally, votes by 63 asset managers

Description as filed by funds: Election of One Alternate Director: Anne Vazquez

UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Anne Vazquez”): 23,077,806 for, 471,391 withheld, per its Form 8-K filed April 26, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 63 asset managers below reported 10,221,619 for.

FOR

FOR: 10,221,619

Largest asset managers voting on “Election of One Alternate Director: Anne Vazquez” at UNIVEST FINANCIAL CORP., 2023-2024
Asset manager	For	Vote
Dimensional	1,736,054	For
Fidelity	1,534,879	For
Vanguard	1,506,449	For
BlackRock	1,414,190	For
John Hancock	1,086,112	For
American Century	348,734	For
Charles Schwab	303,308	For
Royce	266,640	For
TIAA	248,472	For
State Street	168,268	For
BRIDGEWAY FUNDS INC	133,179	For
HOTCHKIS & WILEY FUNDS /DE/	114,950	For
First Trust	100,024	For
SEI	96,998	For
Northern Trust	80,111	For
EA Series Trust	79,061	For
Equitable	76,853	For
Brinker Capital Destinations Trust	75,294	For
Invesco	71,378	For
Principal	68,444	For
CLEARWATER INVESTMENT TRUST	57,749	For
Prudential/PGIM	56,650	For
Thrivent	55,872	For
WisdomTree	53,378	For
QUANTITATIVE MASTER SERIES LLC	51,687	For

Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.

2. Elect Director: Charles H. Zimmerman

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 22,219,578WITHHELD: 1,329,619

Details: description as filed, official tally, votes by 63 asset managers

Description as filed by funds: Election of Three Class I Directors: Charles H. Zimmerman

UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Charles H. Zimmerman”): 22,219,578 for, 1,329,619 withheld, per its Form 8-K filed April 26, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 63 asset managers below reported 9,757,472 for, 384,885 withheld, 79,262 abstained.

FOR

FOR: 9,757,472ABSTAIN: 79,262WITHHOLD: 384,885

Largest asset managers voting on “Election of Three Class I Directors: Charles H. Zimmerman” at UNIVEST FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Withheld	Vote
Dimensional	1,736,054	0	0	For
Fidelity	1,534,879	0	0	For
Vanguard	1,506,449	0	0	For
BlackRock	1,414,190	0	0	For
John Hancock	1,086,112	0	0	For
American Century	348,734	0	0	For
Charles Schwab	303,308	0	0	For
Royce	266,640	0	0	For
TIAA	248,472	0	0	For
State Street	168,244	0	24	For
BRIDGEWAY FUNDS INC	0	0	133,179	Withhold
HOTCHKIS & WILEY FUNDS /DE/	114,950	0	0	For
First Trust	100,024	0	0	For
SEI	0	0	96,998	Withhold
Northern Trust	80,111	0	0	For
EA Series Trust	0	79,061	0	Abstain
Equitable	50,797	0	26,056	Mixed
Brinker Capital Destinations Trust	74,765	0	529	For
Invesco	0	0	71,378	Withhold
Principal	68,444	0	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	0	For
Prudential/PGIM	56,650	0	0	For
Thrivent	55,872	0	0	For
WisdomTree	53,378	0	0	For
QUANTITATIVE MASTER SERIES LLC	51,687	0	0	For

Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.

3. Elect Director: Suzanne Keenan

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 22,625,230WITHHELD: 923,967

Details: description as filed, official tally, votes by 63 asset managers

Description as filed by funds: Election of Three Class I Directors: Suzanne Keenan

UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Suzanne Keenan”): 22,625,230 for, 923,967 withheld, per its Form 8-K filed April 26, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 63 asset managers below reported 9,969,399 for, 173,159 withheld, 79,061 abstained.

FOR

FOR: 9,969,399ABSTAIN: 79,061WITHHOLD: 173,159

Largest asset managers voting on “Election of Three Class I Directors: Suzanne Keenan” at UNIVEST FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Withheld	Vote
Dimensional	1,736,054	0	0	For
Fidelity	1,534,879	0	0	For
Vanguard	1,506,449	0	0	For
BlackRock	1,414,190	0	0	For
John Hancock	1,086,112	0	0	For
American Century	348,734	0	0	For
Charles Schwab	303,308	0	0	For
Royce	266,640	0	0	For
TIAA	248,472	0	0	For
State Street	168,244	0	24	For
BRIDGEWAY FUNDS INC	0	0	133,179	Withhold
HOTCHKIS & WILEY FUNDS /DE/	114,950	0	0	For
First Trust	100,024	0	0	For
SEI	96,998	0	0	For
Northern Trust	80,111	0	0	For
EA Series Trust	0	79,061	0	Abstain
Equitable	50,797	0	26,056	Mixed
Brinker Capital Destinations Trust	75,294	0	0	For
Invesco	71,378	0	0	For
Principal	68,444	0	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	0	For
Prudential/PGIM	56,650	0	0	For
Thrivent	55,872	0	0	For
WisdomTree	53,378	0	0	For
QUANTITATIVE MASTER SERIES LLC	51,687	0	0	For

Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.

4. Elect Director: Thomas M. Petro

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 23,161,880WITHHELD: 387,317

Details: description as filed, official tally, votes by 63 asset managers

Description as filed by funds: Election of Three Class I Directors: Thomas M. Petro

UNIVEST FINANCIAL CORP.’s own tally for this item (“Elect Director: Thomas M. Petro”): 23,161,880 for, 387,317 withheld, per its Form 8-K filed April 26, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 63 asset managers below reported 10,169,419 for, 52,200 withheld.

FOR

FOR: 10,169,419WITHHOLD: 52,200

Largest asset managers voting on “Election of Three Class I Directors: Thomas M. Petro” at UNIVEST FINANCIAL CORP., 2023-2024
Asset manager	For	Withheld	Vote
Dimensional	1,736,054	0	For
Fidelity	1,534,879	0	For
Vanguard	1,506,449	0	For
BlackRock	1,414,190	0	For
John Hancock	1,086,112	0	For
American Century	348,734	0	For
Charles Schwab	303,308	0	For
Royce	266,640	0	For
TIAA	248,472	0	For
State Street	168,260	8	For
BRIDGEWAY FUNDS INC	133,179	0	For
HOTCHKIS & WILEY FUNDS /DE/	114,950	0	For
First Trust	100,024	0	For
SEI	96,998	0	For
Northern Trust	80,111	0	For
EA Series Trust	79,061	0	For
Equitable	50,797	26,056	Mixed
Brinker Capital Destinations Trust	74,765	529	For
Invesco	71,378	0	For
Principal	68,444	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	For
Prudential/PGIM	56,650	0	For
Thrivent	55,872	0	For
WisdomTree	53,378	0	For
QUANTITATIVE MASTER SERIES LLC	51,687	0	For

Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.

5. 3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy…

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 7 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 22,674,333AGAINST: 749,307

Details: description as filed, official tally, votes by 180 asset managers

Description as filed by funds: Approval of, on an advisory (non-binding) basis, the compensation of our named executive officers as presented in the Proxy Statement

UNIVEST FINANCIAL CORP.’s own tally for this item (“3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy statement”): 22,674,333 for, 749,307 against, per its Form 8-K filed April 26, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 64 asset managers voting on “Approval of, on an advisory (non-binding) basis, the compensation of our named executive officers as presented” at UNIVEST FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Vote
Dimensional	1,736,054	0	For
Fidelity	1,534,879	0	For
Vanguard	1,506,449	0	For
BlackRock	1,414,190	0	For
John Hancock	1,086,112	0	For
American Century	348,734	0	For
Charles Schwab	303,308	0	For
Royce	266,640	0	For
TIAA	248,472	0	For
State Street	168,268	0	For
BRIDGEWAY FUNDS INC	133,179	0	For
HOTCHKIS & WILEY FUNDS /DE/	114,950	0	For
First Trust	100,024	0	For
SEI	96,998	0	For
Northern Trust	80,111	0	For
EA Series Trust	79,061	0	For
Equitable	76,853	0	For
Brinker Capital Destinations Trust	75,294	0	For
Invesco	71,378	0	For
Principal	68,444	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	For
Prudential/PGIM	30,700	25,950	Mixed
Thrivent	55,872	0	For
WisdomTree	53,378	0	For
QUANTITATIVE MASTER SERIES LLC	51,687	0	For

Fund voting reports, all 64 managers: 10,176,659 for, 49,250 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 137 asset managers voting on “Approval of, on an advisory (non-binding) basis, the compensation of our named executive officers as presented” at UNIVEST FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Vote
Fidelity	2,652,821	0	For
BlackRock	1,571,516	0	For
John Hancock	1,136,426	0	For
PZENA INVESTMENT MANAGEMENT LLC	1,049,610	0	For
Renaissance	668,046	0	For
GEODE CAPITAL MANAGEMENT, LLC	654,480	0	For
UNIVEST FINANCIAL Corp	500,221	0	For
American Century	350,613	0	For
Leeward Investments, LLC - MA	330,411	0	For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	328,180	0	For
Charles Schwab	303,308	0	For
AQR	300,628	0	For
ENDEAVOUR CAPITAL ADVISORS INC	252,828	0	For
Nuveen	249,221	0	For
SEI	212,476	0	For
Neuberger Berman	212,126	0	For
Dimensional	198,467	0	For
State Street	177,360	0	For
Goldman Sachs	154,235	0	For
MELLON INVESTMENTS Corp	147,495	0	For
State of New Jersey Common Pension Fund D	135,564	0	For
BRIDGEWAY CAPITAL MANAGEMENT, LLC	133,179	0	For
AMERIPRISE FINANCIAL INC	125,596	0	For
Prudential/PGIM	2,800	120,524	Against
Two Sigma	111,882	0	For

Institutional-manager reports, all 137 managers: 13,091,108 for, 229,976 against, 23,283 abstained. Showing the 25 largest; see all in the interactive database.

6. 2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2024

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 25,081,874AGAINST: 396,297

Details: description as filed, official tally, votes by 64 asset managers

Description as filed by funds: Ratification of KPMG LLP as our independent registered public accounting firm for 2024

UNIVEST FINANCIAL CORP.’s own tally for this item (“2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2024”): 25,081,874 for, 396,297 against, per its Form 8-K filed April 26, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 64 asset managers below reported 10,146,744 for, 79,165 against.

FOR

FOR: 10,146,744AGAINST: 79,165

Largest asset managers voting on “Ratification of KPMG LLP as our independent registered public accounting firm for 2024” at UNIVEST FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Vote
Dimensional	1,736,054	0	For
Fidelity	1,534,879	0	For
Vanguard	1,506,449	0	For
BlackRock	1,414,190	0	For
John Hancock	1,086,112	0	For
American Century	348,734	0	For
Charles Schwab	303,308	0	For
Royce	266,640	0	For
TIAA	248,472	0	For
State Street	168,253	15	For
BRIDGEWAY FUNDS INC	133,179	0	For
HOTCHKIS & WILEY FUNDS /DE/	114,950	0	For
First Trust	100,024	0	For
SEI	96,998	0	For
Northern Trust	80,111	0	For
EA Series Trust	0	79,061	Against
Equitable	76,853	0	For
Brinker Capital Destinations Trust	75,294	0	For
Invesco	71,378	0	For
Principal	68,444	0	For
CLEARWATER INVESTMENT TRUST	57,749	0	For
Prudential/PGIM	56,650	0	For
Thrivent	55,872	0	For
WisdomTree	53,378	0	For
QUANTITATIVE MASTER SERIES LLC	51,687	0	For

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

Largest UNIVEST FINANCIAL CORP. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 29,337,919 shares outstanding at the time of that meeting.

Fund voting reports: top UNIVEST FINANCIAL CORP. shareholders by shares voted on “Approval of, on an advisory (non-binding) basis, the compensation of our named executive…”, 2023-2024
#	Asset manager	% of shares outstanding
1	Dimensional	5.92%
2	Fidelity	5.23%
3	Vanguard	5.13%
4	BlackRock	4.82%
5	John Hancock	3.70%
6	American Century	1.19%
7	Charles Schwab	1.03%
8	Royce	0.91%
9	TIAA	0.85%
10	State Street	0.57%

Institutional-manager reports: top UNIVEST FINANCIAL CORP. shareholders by shares voted on “Approval of, on an advisory (non-binding) basis, the compensation of our named executive…”, 2023-2024
#	Asset manager	% of shares outstanding
1	Fidelity	9.04%
2	BlackRock	5.36%
3	John Hancock	3.87%
4	PZENA INVESTMENT MANAGEMENT LLC	3.58%
5	Renaissance	2.28%
6	GEODE CAPITAL MANAGEMENT, LLC	2.23%
7	UNIVEST FINANCIAL Corp	1.71%
8	American Century	1.20%
9	Leeward Investments, LLC - MA	1.13%
10	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.12%

Reported UNIVEST FINANCIAL CORP. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

UNIVEST FINANCIAL CORP. holdings and ownership disclosed for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
BlackRock	10.54%	13F
FMR (Fidelity)	8.83%	13F
Dimensional Fund Advisors	6.74%	13F
Vanguard Group	5.94%	13F
s.s. Or	4.97%	13G
State Street	3.11%	13F
Renaissance Technologies	2.25%	13F
Geode Capital	2.21%	13F
AQR Capital	1.37%	13F
Northern Trust	1.17%	13F

Percentages above are of 29,337,919 shares outstanding, as reported by UNIVEST FINANCIAL CORP. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from UNIVEST FINANCIAL CORP.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At UNIVEST FINANCIAL CORP.'s shareholder meeting held April 25, 2024, in the 2023-2024 proxy season, 180 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,436 separate fund positions. On the most widely held item on that ballot — Approval of, on an advisory (non-binding) basis, the compensation of our named executive… — FOR was 97% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: UNIVEST FINANCIAL CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on April 26, 2024.

UNIVEST FINANCIAL CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.